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Inventory FAQs

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What is the difference between Stock on Hand and Available Stock?

  • Stock on Hand: The total number of units, per product, held in your inventory. 

  • Available stock: The total number of units on hand, per product, that are not allocated to an outgoing transaction, e.g. Sales Order, Assembly or Warehouse Transfer.

  • Allocated stock: The total number of units, per product, assigned to an open transaction. This does not include quantities of stock that have been dispatched on an open Sales Order, as this quantity is already deducted from Stock On Hand (SOH).

Available stock = SOH - Allocated stock

Use the Stock On Hand Enquiry to view the stock you have on hand for each product and the available quantity. To review Allocated and Available Stock for each product, use the Product Allocations report, which displays transactions in Unleashed where products are allocated (reserved).

Why can't I obsolete or delete a product?

A product cannot be obsoleted if it currently holds any SOH or has been allocated to an open transaction or active Bill of Materials (BOM). 

To find out if a product is currently allocated to an open transaction or active BOM and then obsolete it:

  1. Open the Product's record.
  2. Go to the References tab.
  3. A list of associated open transactions will be displayed for the product.
  4. Either remove the product from the transaction, or complete or delete the transaction to close the transaction.
  5. Go to the product's Production tab.
  6. If the product itself has a BOM, it will be listed in the blue banner at the top of the Production tab. And any BOM the product is a component for will be listed in the Production tab.
  7. Either remove the product from the BOM's component's or obsolete the BOM. 
  8. Go to the product's Details tab, obsolete the product and Save. 
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A product cannot be deleted if it has ever had SOH or been included on any transaction, deleted or completed, to maintain the product's historical record for reporting purposes. 

To find out if a product has been included on a transaction and therefore cannot be deleted:

  1. Open the Product's record.
  2. Go to the Transactions tab.
  3. A list of all completed transactions including the will be displayed. 

How can I delete multiple products?

If multiple unused products are no longer needed in your inventory, they can be deleted. 

To delete multiple unused products in bulk:

  1. From Unleashed's main menu, go to Inventory, Products and select View Products.
  2. Use the filters available to list the products due to be deleted in the View Products page. 
  3. Tick the checkbox on the row of each product due to be deleted.
  4. Select the Action Cog icon in the header, above the checkbox columns. 
  5. Select Delete. 

NOTE: You can only select products on the current page to bulk delete them. Any products selected using the checkbox on subsequent View Products pages will not be affected. 

If the products have had transactions associated to them, they cannot be deleted. Instead, select Obsolete from the Action Cog's list and the product will no longer be available to use be will be kept for recording purposes. 

Is there an Stock Aging report?

Whilst Unleashed doesn't have a report specifically for stock aging, you can use the Sale Days value in the Stock on Hand Enquiry to see how long a product's been in stock since it's last sale:

  1. From Unleashed's main menu, go to Reports, Inventory and select Stock on Hand Enquiry. 
  2. Apply any applicable filters and click Run. 
  3. By default, the Sale Days column will be displayed in the Stock on Hand Enquiry's results. 

However, if you're subscribed to BI Vision:

  1. From Unleashed's main menu, go to Business Intelligence, Inventory and select the Vision tab.
  2. Find the Stock Age ranked by Stock on hand value widget.
  3. The widget's graph displays the total stock value of inventory, segmented by it's receipted date. 
  4. Select a stock age category to apply it as a filter the Inventory's Vision tab and review the products and stock with that stock age.

Can I update all Stock on Hand after it is imported into Unleashed?

The Import Stock On Hand template can only be used to upload an initial SOH quantity and value per product, if the product has never had SOH and hasn't been allocated to any transactions. 

To update a product's SOH quantity, you can use:

To update a product's current stock value, by updating it's Average Landed Cost (ALC), you can use:

Can I store stock in multiple Bin Locations per Warehouse?

When Per Warehouse Controls is enabled in your configuration settings, you can enter one bin location per warehouse. However, as bin locations are a free text entry field, displayed per warehouse on each product record's Inventory tab, this allows you to list multiple locations in the single bin location field. Just note that it will not be possible to differentiate stock quantities between the bin locations listed per warehouse. 

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